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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (607)3/1/1999 10:37:00 PM
From: mariner  Read Replies (2) of 54805
 
Uncle
Couldn't agree more on the transponder issue. I think privacy is something we all have to fight for - even considering the overwhelming advantage held by those who wish to easedrop.

On the subject of Intel, the following is an excellent read. Courtesy of the Street.com, it was posted earlier on the ATI Technology thread. By the way, ATI while in an insanely competitive market segment, is dominating that space like some of our potential G & K names we discuss here. Might be a candidate for the G & K in waiting folio, although the hyper-competitive nature of the graphics biz makes such a proposition iffy.

Message 8096841

Hopefully that link works. First time for everything.

Mariner
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